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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,322 | $111,785-68.4% | $93,669-62.3% | $145,877-75.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 6.64% | 203.79%-197.1pp | 133.59%-127.0pp | 551.28%-544.6pp |
| Employer contribution / active EE | $5,412 | $3,096+74.8% | $2,424+123.3% | $4,663+16.1% |
| Participant deferral / active EE | $21,164 | $4,919+330.3% | $4,416+379.3% | $6,691+216.3% |
| Admin fee / account holder | $18,996 | $10,256+85.2% | $8,291+129.1% | $13,402+41.7% |